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ENVESTNET ASSET MANAGEMENT INC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on CB, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 1,309,963 CB shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,309,963 shares
    Change vs previous 13F -1,247 shares

    0.1% of the 13F portfolio, value $446,356,821.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,299,490 shares
    • Envestnet Portfolio Solutions, Inc.: 10,473 shares
  2. period ended2026-03-31
    13F 1,311,210 shares
    Change vs previous 13F +48,385 shares

    0.11% of the 13F portfolio, value $427,362,500.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,300,647 shares
    • Envestnet Portfolio Solutions, Inc.: 10,563 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,262,825 shares
    Change vs previous 13F -1,468 shares

    0.11% of the 13F portfolio, value $394,152,702.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,249,544 shares
    • Envestnet Portfolio Solutions, Inc.: 13,281 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,264,293 shares
    Change vs previous 13F +12,481 shares

    0.1% of the 13F portfolio, value $356,846,797.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,250,969 shares
    • Envestnet Portfolio Solutions, Inc.: 13,324 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,251,812 shares
    Change vs previous 13F +44,036 shares

    0.1% of the 13F portfolio, value $362,674,853.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,237,239 shares
    • Envestnet Portfolio Solutions, Inc.: 14,573 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,207,776 shares
    Change vs previous 13F +36,537 shares

    0.11% of the 13F portfolio, value $364,736,268.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,192,017 shares
    • Envestnet Portfolio Solutions, Inc.: 15,759 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,171,239 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $323,613,169.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,150,039 shares
    • Envestnet Portfolio Solutions, Inc.: 21,200 shares

    Acceptance time not in the bulk data set (spec §4.2).